No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Thursday, September 25, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Financial Planning

Financial advisor searches hit new high amid surging demand

by TheAdviserMagazine
3 weeks ago
in Financial Planning
Reading Time: 4 mins read
A A
Financial advisor searches hit new high amid surging demand
Share on FacebookShare on TwitterShare on LInkedIn


Americans are googling for financial advisors like never before.

Search interest in financial advisors climbed sharply in recent months, topping the March high and setting a new record in August, according to Google Trends data. 

Google measures online search interest on a relative scale from 0 to 100, with 100 being the most search interest in a given period. The previous high hit a peak score of 62 in the weeks leading up to President Trump’s Liberation Day, when he announced a sweeping tariff plan that rattled markets.

READ MORE:When it comes to growth, location matters4 in 10 advisors worry that AI will replace themHow can new RIAs find their niche?Here’s a financial advisor’s estimated value to clients

Advisors may benefit from the surge as they seek new clients and expand their practices, but it also highlights investors’ growing concerns about the market.

Research shows that investors tend to seek out professional financial advice during times of market volatility. A 2022 SmartAsset study found that over half of advisors surveyed said that stock market volatility was the main reason clients contacted them in the first quarter of that year.

Three years later, little has changed.

“Everything sort of seems to be in chaos when it comes to rates and trade,” said Andrew Blake, an associate director in the wealth management practice at Cerulli Associates. “There’s been back-and-forth between the administration and the Fed on what to do about rates and what’s the best course of action there. Tariffs have obviously been a huge headline throughout the course of the year. So with all this going on, people want someone to explain it to them.”

The situation can be especially confusing for retail investors as they try to reconcile headline-level chaos with a market that’s continuing to mark new all-time highs, Blake said.

Uncertainty in an internet full of opinions

That difference has led to subtle variations between retail investors and advisors in their short-term market outlooks.

Data from the American Association of Individual Investors’ weekly sentiment survey shows that individual investors’ bearish sentiment has tracked fairly closely with advisor search interest in recent years, while advisors’ own views show little correlation.

scatter visualization

Filip Telibasa, owner of Benzina Wealth in Sarasota, Florida, said that a mix of headline news and social media buzz may be fueling greater uncertainty among retail investors compared to institutional investors or financial advisors. Advisor views on the market are measured by Financial Planning’s Financial Advisor Confidence Outlook (FACO), a monthly index that surveys hundreds of financial advisors about their perspectives on the economy.

“On social media, you have individuals that are posing as experts that are maybe closer to the [AAII survey] side of this, and then there’s actual experts on social media as well, which is closer to the [FACO outlook],” Telibasa said. “If there’s this conflict or contradiction between these opinions that could be driving fear or uncertainty for the retail investor … there’s no commonality, there’s no agreement. You’re getting different opinions. And so it’s tough to come to a conclusion in terms of what to do next.”

Investors looking for a clear signal in that noise are more likely to reach out to professional advisors, Blake said.

“It’s strong markets, but chaos in the headlines,” Blake said. “‘Who can help me tie all this together and figure out the next best course of action?'”

Between the two groups, the VIX — a measure of the market’s expectation of near-term stock price volatility based on S&P 500 options — highlights that variation. Reflecting activity from both retail and Wall Street investors, the VIX has a moderate correlation to advisor search interest, sitting squarely between individual investor sentiment and advisor market views.

How advisors can capitalize on the moment

With more investors searching for professional help, advisors are well-positioned to gain new clients seeking advice. That is, if they can effectively position themselves online.

Thanks to a recent expansion of his online presence, Telibasa said he has seen a significant increase in the number of prospective clients in recent weeks.

He recently updated his website and listed himself on several advisor directories, including NAPFA, XYPN and others, to drive more traffic. Previously, potential clients had to fill out a contact form, which he reviewed before sending a booking link, creating some intentional friction, he said.

Based on peer feedback, he streamlined the process about a month ago by adding a direct calendar link, allowing prospects to schedule meetings quickly without sharing personal information upfront. He then follows up with a confirmation and any necessary questions.

“Since I made that change, I’ve had an exponential growth in terms of meetings that are booked on my calendar,” he said. “It essentially went from … close to zero, to one to two per week, which is a big, big growth.”

Telibasa said he’s not sure whether the increased engagement reflects broader interest in financial planning or the easier booking process on his site, but believes it’s likely a combination of both.

“It sounds like the right time, right place for me,” he said. “It wasn’t intentional in terms of, you know, matching it up to the search interest. But I have certainly felt it.”



Source link

Tags: advisordemandfinancialHighhitsearchesSurging
ShareTweetShare
Previous Post

UK Value-Added Tax | Tax Foundation Europe

Next Post

Smart Locks Protect Access, But They Can Also Protect Your Money When Things Go South

Related Posts

edit post
Mortgage Rates Today, Thursday, September 25: Kind of a Big Jump

Mortgage Rates Today, Thursday, September 25: Kind of a Big Jump

by TheAdviserMagazine
September 25, 2025
0

If you're here looking for lower mortgage interest rates, today is definitely not your day.The average interest rate on a...

edit post
Why Online Loans Are Becoming the Future of Personal Lending

Why Online Loans Are Becoming the Future of Personal Lending

by TheAdviserMagazine
September 25, 2025
0

The money realm is always changing, and one of the biggest shifts in latest years has been the growth of...

edit post
What Will Movers Not Move? What Items Are Not Worth Moving

What Will Movers Not Move? What Items Are Not Worth Moving

by TheAdviserMagazine
September 24, 2025
0

Movers typically won’t move items that could be unsafe to transport – for the item or for the movers. Each...

edit post
Few clients hold cryptocurrency, advisors say

Few clients hold cryptocurrency, advisors say

by TheAdviserMagazine
September 24, 2025
0

Roughly half of financial advisors hold personal investments in cryptocurrency, though in general they continue to steer their clients away...

edit post
*HOT* Stackable LEGO Savings at Kohl’s + Earn Kohl’s Cash! {Includes LEGO Advent Calendars!}

*HOT* Stackable LEGO Savings at Kohl’s + Earn Kohl’s Cash! {Includes LEGO Advent Calendars!}

by TheAdviserMagazine
September 24, 2025
0

Looking for LEGO deals? Score HOT LEGO deals at Kohl’s right now! Kohl’s is offering great deals on LEGO sets...

edit post
Nespresso Vertuo Next Coffee/Espresso Machine, Milk Frother, Voucher, and Capsules only 4.98 shipped (9 Value!)

Nespresso Vertuo Next Coffee/Espresso Machine, Milk Frother, Voucher, and Capsules only $114.98 shipped ($279 Value!)

by TheAdviserMagazine
September 24, 2025
0

Wow! This is a fantastic deal on a Nespresso Vertuo Next bundle! It’s back!! QVC has this Nespresso Vertuo Next...

Next Post
edit post
Smart Locks Protect Access, But They Can Also Protect Your Money When Things Go South

Smart Locks Protect Access, But They Can Also Protect Your Money When Things Go South

edit post
Education Department wants to streamline process for pulling federal funds from colleges

Education Department wants to streamline process for pulling federal funds from colleges

  • Trending
  • Comments
  • Latest
edit post
What Happens If a Spouse Dies Without a Will in North Carolina?

What Happens If a Spouse Dies Without a Will in North Carolina?

September 14, 2025
edit post
California May Reimplement Mask Mandates

California May Reimplement Mask Mandates

September 5, 2025
edit post
Who Needs a Trust Instead of a Will in North Carolina?

Who Needs a Trust Instead of a Will in North Carolina?

September 1, 2025
edit post
Does a Will Need to Be Notarized in North Carolina?

Does a Will Need to Be Notarized in North Carolina?

September 8, 2025
edit post
DACA recipients no longer eligible for Marketplace health insurance and subsidies

DACA recipients no longer eligible for Marketplace health insurance and subsidies

September 11, 2025
edit post
Big Dave’s Cheesesteaks CEO grew up in ‘survival mode’ selling newspapers and bean pies—now his chain sells a  cheesesteak every 58 seconds

Big Dave’s Cheesesteaks CEO grew up in ‘survival mode’ selling newspapers and bean pies—now his chain sells a $12 cheesesteak every 58 seconds

August 30, 2025
edit post
10 American Cities You Might Want to Avoid This Thanksgiving

10 American Cities You Might Want to Avoid This Thanksgiving

0
edit post
How Credit Card Balance Transfers Work: Save on Debt

How Credit Card Balance Transfers Work: Save on Debt

0
edit post
US co Datavant buys medical insurtech co DigitalOwl

US co Datavant buys medical insurtech co DigitalOwl

0
edit post
EconLog Price Theory: Let Them Eat Steak

EconLog Price Theory: Let Them Eat Steak

0
edit post
Hyperliquid Faces Slow, ‘Painful Death’ As CZ-Backed Aster Rises

Hyperliquid Faces Slow, ‘Painful Death’ As CZ-Backed Aster Rises

0
edit post
10 Money Lessons People Wish They Learned at 40, Not 60

10 Money Lessons People Wish They Learned at 40, Not 60

0
edit post
How Credit Card Balance Transfers Work: Save on Debt

How Credit Card Balance Transfers Work: Save on Debt

September 25, 2025
edit post
Crypto stock slips despite B AI deal with Google

Crypto stock slips despite $3B AI deal with Google

September 25, 2025
edit post
B2C Marketers, Prepare Now For Agentic AI

B2C Marketers, Prepare Now For Agentic AI

September 25, 2025
edit post
Top Picks to Build Credit

Top Picks to Build Credit

September 25, 2025
edit post
US co Datavant buys medical insurtech co DigitalOwl

US co Datavant buys medical insurtech co DigitalOwl

September 25, 2025
edit post
Global debt hits record of nearly 8 trillion, says IIF

Global debt hits record of nearly $338 trillion, says IIF

September 25, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • How Credit Card Balance Transfers Work: Save on Debt
  • Crypto stock slips despite $3B AI deal with Google
  • B2C Marketers, Prepare Now For Agentic AI
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.